Goals in Pear Suite help you track a member’s progress toward resolving a specific need like finding housing, getting transportation, or accessing food assistance. By using goals, you can ensure that complex member needs are documented, tracked, and resolved through a structured roadmap of support.

Understanding goals as a roadmap

When you add a goal to a member’s profile, you’re creating a digital roadmap of support. This feature allows you to break down a larger need into smaller, manageable steps. Within a goal, you can assign specific follow-up tasks and document exactly when help was provided or when significant progress was made.

Determining when to use a goal

Goals are designed for member needs that require ongoing attention. You should create a goal when:

• A member has a need that will take more than one interaction or step to address
• You are providing resources, referrals, or activities that require a follow-up to ensure success
• You want to maintain a structured history of progress for clinical or reporting purposes

Differentiating between goals and one-time tasks

Not every interaction requires a goal. You generally do not need to create a goal for one-time tasks that do not require future tracking. Examples include a single, simple referral that does not need a status check or a brief, informal check-in that doesn't change the member's care plan.

The follow-up rule of thumb

If you are ever unsure whether a situation warrants a formal goal, follow this standard rule: If you will need to come back to the profile later to follow up on this specific item, you should create a goal. This ensures that nothing falls through the cracks and the entire care team stays aligned on the member's outstanding needs.